Tradeshows and Charles River Events

July 2014

Webinar -
Automating Asset Manager-Sponsor Communications
with Charles River’s Wealth Hub

Wednesday July 30, 2014
11:00am US EDT
Register Now

Join Richard LeClair, Vice President, and Mohammad Haq, Sales Engineer, as they explain how
the Charles River Wealth Hub ensures timelier and more accurate transmissions and improves efficiency by:
• Automating processes that are repetitive and prone to error
• Eliminating the need for asset managers to upload the same critical data to each sponsor’s platform
• Bringing wealth and institutional accounts together on a single platform for better execution

Register now to attend, or if you can't participate, sign up to receive a link to the recording.

Please note that this webinar is open to current Charles River clients and invited guests only. Charles River reserves the right to review all registrations and approve accordingly.

August 2014

Webinar -
Reducing Risk & Costs with Compliance
as a Service - CaaS

August 07, 2014
11:00am-12:00pm EDT
Register Here

Charles River experts will explain how our new compliance solution of integrated
software, data and advisory services, hosted in a private cloud, can help your firm:
• Better fulfill complex regulatory compliance requirements
• Improve efficiency for beginning of-day portfolio compliance
• Lower operating costs
• View accounts holistically across the enterprise

You’ll also hear about upcoming support for SSDR coverage, and more.
Presented by: Ed Fitzpatrick, VP Managed Services and Pat Conroy, Principal Analyst, Charles River

Please note that this webinar is open to current Charles River clients and invited guests only. Charles River reserves the right to review all registrations and approve accordingly.
Latin America Trading Conference 2014
August 28, 2014
BTG Pactual, Sao Paulo Brazil
Event Website

Join Charles River at the Latin America Trading Conference for a day of education, trading issue debates and networking. Learn how the Charles River Investment Management Solution automates front- and middle-office investment management functions across asset classes in over 360 buy-side firms across 43 countries within the institutional asset and fund management, private wealth, alternative investments, insurance, banking and pension markets.

For more information, please complete this form or contact Rick Fraelick, North American Sales,
+1 781 425 3015

September 2014

Fund Management Summit 2014
September 23-24, 2014
Kings Place, London, N1
Event Website

Meet Charles River representatives at London’s Fund Management Summit to find out how global buy-side firms can benefit from our streamlined workflows throughout the trading lifecycle and automate their front and middle office investment management functions, including portfolio management, trading, compliance, performance measurement, post-trade and Investment Book of Record (IBOR).

For more information, please complete this form or contact Sophie Dumont +44 207 397 6871
MMI12th Annual Managed Accounts & UMA Summit
September 29-30, 2014
Princeton Club, New York City
Event Website

Charles River executives will share their views in two panel discussions: Richard LeClair, VP, Product Management, Drilling Down Among Various Differences & Distinctions of Overlay Technology; and Cem Er, Product Manager, Guardrails, Qualifications, Risks & Compliance Considerations for Your Rep-As-PM. Visit the exhibit area and learn how Charles River helps wealth firms improve efficiencies and advisor productivity.

For more information, please complete this form or contact Rick Fraelick, North American Sales,
+1 781 425 3015
L’AGEFI AMTech
September 30, 2014
Salons Hoche, Paris
Event Website

Join Charles River at this annual asset management conference where French professionals come together to discuss industry developments and their operational implications. Listen to Charles River's presentation on "Best Practice trends within the European Investment Management Leaders" followed by our roundtable discussion on "Is it possible to outsource middle-office functions without risking loss of control over the investment positions?". Visit us on Stand 21 to see how Charles River can help your organization improve efficiencies.

For more information, please complete this form or contact Sophie Dumont, +44 207 397 6871
MMIAscendant Compliance Management Client Conference
September 30-October 1, 2014
Palm Springs, CA
Event Website

Learn how the Charles River solution helps firms better fulfill their investment compliance requirements, improve compliance operations, and lower costs with extensive monitoring expertise, streamlined processes, and increased data quality. Charles River Compliance as a Service (CaaS) provides a cloud-based offering for asset managers that integrates software, data, and services in a hosted environment.

For more information, please complete this form or contact Rick Fraelick, North American Sales,
+1 781 425 3015

October 2014

MMIMMI Fall Solutions Conference
October 21 - 22, 2014

Hilton New York

Join Charles River in the exhibit hall to see how the Charles River Investment Management Solution helps wealth firms improve advisor productivity, increase efficiencies, bring new products to market quickly, and offer clients more customized solutions.

For more information, please complete this form or contact Rick Fraelick, North American Sales,
+1 781 425 3015
Charles RiverCharles River Global Client Conference 2014
October 26 - 29, 2014

Boca Raton Resort and Club
Boca Raton, Florida
Conference Website


Join us at the next Charles River Global Client Conference in Boca Raton, Florida to find out new ways to leverage your Charles River Investment Management solution. Hear how clients use our enterprise capabilities and managed services to support their investment processes. The conference allows you to choose from multiple solution tracks, hands-on product training, and on-demand demonstrations and to network with other clients and meet Charles River staff. For more information, please visit the conference website or contact CRD Marketing +1 781 238 0099

November 2014

MMIPrivate Banking Latin America 2014
November 19-20

Four Seasons Hotel, Miami

Join Charles River in the exhibit hall to see how the Charles River Investment Management Solution helps wealth firms improve advisor productivity, increase efficiencies, bring new products to market quickly, and offer clients more customized solutions.

For more information, please complete this form or contact Manuel Astiasaran, Sales Manager
+1 860 989 1407